Informed Decisions Drive Better Outcomes

Elections Matter… for Financial Planning

While elections are unreliable signals for investors, they produce actionable information for financial planners. The party in the White House and in power in Congress will influence tax brackets,...

Webinar with Apollo Lupescu from Dimensional Funds

Our webinar yesterday with Apollo Lupescu was full of great anecdotes and information.

Replay: Webinar with Tony Coniaris of Oakmark Funds

We find it fascinating to hear Tony describe how much process, consideration, and analysis goes into building Oakmark portfolios. We encourage everyone who...

BEW Webinar with DFA’s Apollo Lupescu, PhD

Apollo is matchless at weaving together data, anecdotes, and behavioral biases to educate investors on how to make sound, evidence-based decisions. His...

Replay: Webinar with Former U.S. Ambassador to Germany

We enjoyed a fascinating conversation with John Emerson, Vice Chairman of Capital Group and former U.S. Ambassador to Germany. Here are some...

BEW Webinar with David Polak of Capital Group

David then unpacked how 2021 has affected his views on China (made him more wary), taking us through how the government approaches which sectors to support and which to regulate. He...

Election Years and the Stock Market: Don’t Play Politics with Your Portfolio

Most everyone is tired of hearing about the election. We are too. Still, considering the event’s significance and our conversations with worried investors, we want to share some...

2018 Year-End Summary

Last year reminded everyone that investing is hard. It can be uncomfortable and unpleasant. Market volatility can diminish willpower and...

2017 Year-End Summary

In sum, everyone should take a moment to appreciate 2017 and pat themselves on the back. As always, the world offered many causes for concern. You overcame skepticism, remained disciplined, and...

Avoid Home Bias When Investing

Today, a few clicks lets you buy stocks anywhere. With the world's stocks on every menu, investors' have collectively allocated capital according to the cartogram. Yet individually, investors...

Seafarer’s Story: How and why we added Seafarer Overseas Growth & Income Fund to our Portfolios

Naturally, Dorian Gray came up in a discussion about emerging market currencies (the connection is obvious right?!). Andrew Foster, founder and portfolio manager of Seafarer Funds, was...

How to Approach Down Periods in the Markets

In the short term, markets are about Psychology; in the medium term, they are about Economics; and in the long term, they are about...